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Disclosery

Leverty Financial Group, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leverty Financial Group, LLC on SPY, newest first. How the timeline and the estimate are built.

Leverty Financial Group, LLC held 8,166 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,166 shares
    Change vs previous 13F -174 shares

    1.14% of the 13F portfolio, value $6,227,637.

    13F-HR 0002085853-26-001117 filed by Leverty Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,340 shares
    Change vs previous 13F -142 shares

    1.21% of the 13F portfolio, value $6,228,062.

    13F-HR 0002085853-26-000686 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 8,482 shares
    Change vs previous 13F -428 shares

    1.22% of the 13F portfolio, value $5,516,184.

    13F-HR 0002085853-26-000307 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 8,910 shares
    Change vs previous 13F -32 shares

    1.45% of the 13F portfolio, value $6,075,907.

    13F-HR 0002085853-26-000020 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 8,942 shares
    Change vs previous 13F -185 shares

    1.55% of the 13F portfolio, value $5,956,982.

    13F-HR 0002085853-25-000022 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 9,127 shares
    Change vs previous 13F -2,060 shares

    1.68% of the 13F portfolio, value $5,639,117.

    13F-HR 0001908386-25-000004 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 11,187 shares
    Change vs previous 13F +140 shares

    2.56% of the 13F portfolio, value $6,257,896.

    13F-HR 0001908386-25-000003 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 11,047 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $6,474,426.

    13F-HR 0001908386-25-000002 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).